"proven flea ridden dog of a sector"
Lol, with ROW exports running +50% YoY, and a reasonable projection incl Lynas sales that 2016 demand may equal or better the 2006 high of 57,400t?
ROW NdFeB demand +15%, now Tesla's seen the light, and Daido wants to invest in US manufacture.
And all this is going to continue with primary production at sub cost, let alone replacement cost?
Luv some of what yer smoking.
Takeover Target?, page-30
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